Titelia

Holdings of Gallo Partners, LP

37 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.8 % of the equity sleeve

Sector breakdown

  • Industrials 35.0 %
  • Utilities 11.1 %
  • Technology 5.0 %
  • Materials 2.9 %
  • Unattributed 46.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.9 %
  • LU 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3648.5M $98.88 %
2LU1551.7K $1.12 %

Positions

RankCompanySharesValueWeight
1MasTec Inc 9,4723M $
2Clean Harbors Inc 10,0492.9M $
3Hexcel Corp 34,2982.8M $
4Select Sector Spdr Trust 38,1772.3M $
5Comfort Systems USA Inc 1,6122.2M $
6Caterpillar Inc 3,0742.2M $
7Atmos Energy Corp 10,6712M $
8RBC Bearings Inc 3,5922M $
9L3Harris Technologies Inc 5,2681.8M $
10Waste Management Inc 7,7051.8M $
11Terex Corp 28,8651.7M $
12Granite Construction Inc 13,7771.7M $
13Woodward Inc 4,4821.6M $
14Lockheed Martin Corp 2,6071.6M $
15Cummins Inc 2,7971.5M $
16Entergy Corp 12,6241.4M $
17Atmus Filtration Technologies Inc 24,8461.4M $
18ATI Inc 9,6421.4M $
19Installed Building Products Inc 4,8501.3M $
20Corning Inc 9,1341.2M $
21Knight-Swift Transportation Holdings Inc 18,4911.1M $
22FirstEnergy Corp 20,6231M $
23Toll Brothers Inc 7,5071M $
24CenterPoint Energy Inc 23,7111M $
25RTX Corp 4,961957K $
26Oshkosh Corp 6,242918.9K $
27Littelfuse Inc 2,579875.2K $
28Select Water Solutions Inc 51,089781.7K $
29Ciena Corp 1,493579.6K $
30Tenaris SA 9,483551.7K $
31XPO Inc 2,686522.6K $
32Sandisk Corp/DE 819520.3K $
33Coherent Corp 1,645391.9K $
34Mueller Industries Inc 2,782308.2K $
35Global X Funds 4,000305.4K $
36Western Digital Corp 908245.6K $
37UL Solutions Inc 2,416207.1K $